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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL4 years Filed as: LPL FINANCIAL CORPORATION Service code 16 · EIN 04-3046611 | Consulting | $56,150 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $39,336 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,750 | $130,294-27.3% | $170,057-44.3% | $71,529+32.5% |
| Participation rate | 86.3% | 86.2%+0.1pp | 87.0%-0.8pp | 67.9%+18.3pp |
| Annual return | 21.45% | 20.36%+1.1pp | 53.42%-32.0pp | 28.97%-7.5pp |
| Employer contribution / active EE | $7,213 | $4,385+64.5% | $6,790+6.2% | $2,590+178.5% |
| Participant deferral / active EE | $16,154 | $6,928+133.2% | $10,411+55.2% | $4,291+276.4% |
| Admin fee / account holder | $329 | $966-65.9% | $12,826-97.4% | $1,588-79.3% |